SECUNDA FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SECUNDA FAMILY FOUNDATION INC (EIN 20-5968142)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202213199349109551
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T17:21:33-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	134149326	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GELLER & COMPANY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1510	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10150	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205968142	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SECUNDA FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SECU	BusinessNameControlTxt
Phone	2125836001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO GELLER ADVISORS LLC PO BOX 1	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10150	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS F SECUNDA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2125836001	PhoneNum
Signature	2022-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	THOMAS	PersonFirstNm
Person Last	SECUNDA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH KLUEMPER	PreparerPersonNm
PTIN	P00739411	PTIN
Phone	2125836001	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$252,045,475	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,086,450	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$995,778	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$995,759	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$3,249,315	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,249,315	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$8,066,268	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$27,407,570	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$10,683,552	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$279,494	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$213,931	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$17,677,305	TotalRevAndExpnssAmt
Total Net Invst Incm	$15,142,557	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$1,000	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$1,000	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$121,991	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$60,996	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$60,996	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$785,601	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$785,601	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$44,110	InterestRevAndExpnssAmt
Interest Net Invst Incm	$44,110	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$141,493	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,493	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$540,051	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$99,515	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$440,518	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,634,246	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$991,715	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$502,514	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,806,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$11,806,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$13,440,746	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$991,715	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$12,309,014	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$4,236,559	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,150,842	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$11,928,294	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$18,364,655	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$18,364,655	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$99,333,012	CorporateStockBOYAmt
Corporate Stock EOY	$99,813,493	CorporateStockEOYAmt
Corporate Stock EOYFMV	$135,504,861	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$82,521,265	CorporateBondsBOYAmt
Corporate Bonds EOY	$80,747,510	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$81,360,993	CorporateBondsEOYFMVAmt
Other Investments BOY	$15,640,644	OtherInvestmentsBOYAmt
Other Investments EOY	$14,487,326	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$16,364,966	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$200,000	OtherAssetsBOYAmt
Other Assets EOY	$450,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$450,000	OtherAssetsEOYFMVAmt
Total Assets BOY	$209,623,215	TotalAssetsBOYAmt
Total Assets EOY	$213,862,984	TotalAssetsEOYAmt
Total Assets EOYFMV	$252,045,475	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$237,815,300	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$242,901,750	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$28,192,085	RetainedEarningBOYAmt
Retained Earning EOY	-$29,038,766	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$209,623,215	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$213,862,984	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$209,623,215	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$213,862,984	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$209,623,215	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$4,236,559	ExcessRevenueOverExpensesAmt
Other Increases	$3,210	OtherIncreasesAmt
Subtotal	$213,862,984	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$213,862,984	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	D	2021-12-31	$5,158,399	$2,469,166	$2,689,233	$2,689,233
PUBLICLY TRADED SECURITIES	P	2021-12-31	$20,450,703	$14,224,802	$6,225,901	$6,225,901
GELLER SELECT ALTERNATIVES LLC	P	2021-12-31	$118,268		$118,268	$118,268
CIFC LOAN FUND	P	2021-12-31	$13,730		$13,730	$13,730
UNRELATED BUSINESS (GAIN REPORTED ON FORM 990-T)	P	2021-12-31			-$30,050	-$30,050
CAPITAL GAINS DIVIDENDS	P		$1,666,470		$1,666,470	$1,666,470

Field	Value	IRS element (for citing)
Capital Gain Net Income	$10,683,552	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$196,697	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$196,697	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$196,697	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$218,390	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$50,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$268,390	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$224	EsPenaltyAmt
Overpayment	$71,469	OverpaymentAmt
Applied To ES Tax	$71,469	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	GELLER ADVISORS LLC	IndividualWithBooksNm
Phone	2125836001	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1510	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10150	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS F SECUNDA
C/O GELLER ADVISORS LLC PO BOX 1510	NEW YORK	NY	10150	PRESIDENT & TREASURER	2.00	$0	$0	$0
CYNTHIA SECUNDA
C/O GELLER ADVISORS LLC PO BOX 1510	NEW YORK	NY	10150	VICE PRESIDENT & SECRETARY	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
GELLER ADVISORS LLC
PO BOX 1510	NEW YORK	NY	10150	ACCOUNTING, TAX AND INVESTMENT FEES	$368,892
GOLDMAN SACHS
200 WEST STREET	NEW YORK	NY	10282	INVESTMENT FEES	$280,425
STEPHEN DEBLASIO
C/O GELLER ADVISORS PO BOX 1510	NEW YORK	NY	10150	RESPONSE & RECOVERY OPERATIONS	$249,354
JP MORGAN CHASE
270 PARK AVENUE	NEW YORK	NY	10017	INVESTMENT FEES	$240,795
TALENT BURST
C/O GELLER ADVISORS PO BOX 1510	NEW YORK	NY	10150	RESPONSE & RECOVERY OPERATIONS	$146,933

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	PROGRAM IMPLEMENTATIONS IN THE UNITED STATES VIRGIN ISLANDS, SUCH AS TECHNICAL ASSISTANCE IN THE AREAS OF HURRICANE REBUILDING PROJECTS AND PUBLIC SAFETY.	Description1Txt
Expenses1	$438,841	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	ST JOHN COMMUNITY FOUNDATION - LOAN TO CONSTRUCT BRIDGE IN HURRICANE DAMAGED AREA	Description1Txt
Expenses1	$250,000	Expenses1Amt
Total	$250,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$217,549,957	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$11,070,228	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$16,669,657	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$245,289,842	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$245,289,842	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,679,348	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$241,610,494	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$12,080,525	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$12,080,525	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$196,697	TaxBasedOnInvestmentIncomeAmt
Income Tax	$10,169	IncomeTaxAmt
Total Tax	$206,866	TotalTaxAmt
Distributable Before Adj	$11,873,659	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$11,873,659	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$11,873,659	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$12,309,014	ExpensesAndContributionsAmt
Program Related Invst Total	$250,000	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$12,559,014	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,873,659	DistributableAsAdjustedAmt
Undistributed Income PY	$729,859	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$12,559,014	QualifyingDistributionsAmt
Applied To Year1	$729,859	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$11,829,155	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$44,504	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	THOMAS F SECUNDA	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NW	WASHINGTON	DC	20001	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$250,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE	NEW YORK	NY	101583560	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$330,000
COLORADO COALITION FOR THE HOMELESS
2111 CHAMPA STREET	DENVER	CO	80205	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$5,000
CORNELL UNIVERSITY
341 PINE TREE ROAD	ITHACA	NY	14850	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$500,000
CROTON ACADEMY OF ARTS
8 OLD POST RD S	CROTONONHUDSON	NY	10520	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$61,000
CROTON COMMUNITY NURSERY SCHOOL
25 VAN WYCK ST	CROTON ON HUDSON	NY	10520	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$50,000
CROTON HARMON HIGH SCHOOL PARENT TEACHER STUDENT ASSOCIATION
36 OLD POST ROAD SOUTH	CROTON ON HUDSON	NY	10520	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$10,000
CROTON-HARMON EDUCATION FOUNDATION LTD
PO BOX 172	CROTON ON HUDSON	NY	10520	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$10,000
THE FRIENDS OF GOVERNORS ISLAND
55 EXCHANGE PLACE SUITE 405	NEW YORK	NY	10005	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$62,500
FUND FOR THE CITY OF NEW YORK
121 AVENUE OF THE AMERICAS 6TH FL	NEW YORK	NY	10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$1,000,000
GLOBAL COMPASSION IN ACTION
3910 CONCORD ST	MIDLAND	MI	48642	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$500,000
GOD'S LOVE WE DELIVER
166 6TH AVE	NEW YORK	NY	10013	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$500,000
HARLEM EDUCATION ACTIVITIES FUND
2090 SEVENTH AVENUE 10TH FL	NEW YORK	NY	10027	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$100,000
HARVEY MUDD COLLEGE
301 PLATT BLVD	CLAREMONT	CA	91711	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$200,000
HEALTHRIGHT INTERNATIONAL
240 GREENE ST 2ND FL	NEW YORK	NY	10003	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$30,000
HOLOCAUST HUMAN RIGHTS EDUCATION CENTER
4 W RED OAK LN 330	WHITE PLAINS	NY	10604	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$5,000
HUDSON STAGE COMPANY INC
PO BOX 835	CROTON ON HUDSON	NY	10520	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$50,000
INTREPID MUSEUM FOUNDATION
ONE INTREPID SQ-W 46TH ST 12TH AVE	NEW YORK	NY	10036	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$50,000
ISLAND HEALTH & WELLNESS CENTER
AIRPORT ROAD	DEER ISLE	ME	04627	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$250,000
JACOB BURNS FILM CENTER
405 MANVILLE ROAD	PLEASANTVILLE	NY	10570	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$125,000
JAZZ FORUM ARTS
1 DIXON LN	TARRYTOWN	NY	10591	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$50,000
JOHN HOPKINS UNIVERSITY
3910 KESWICK ROAD N4327B	BALTIMORE	MD	21218	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$500,000
KNOX COLLEGE
2 E SOUTH STREET	GALESBURG	IL	61401	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$75,000
LOWER EAST SIDE TENEMENT MUSEUM
91 ORCHARD STREET	NEW YORK	NY	10002	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$50,000
LOVE CITY STRONG INC
5000 ESTATE ENIGHED PMB 435	ST JOHN	VI	00830	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$1,500,000
LUPUS RESEARCH ALLIANCE
275 MADISON AVE 10 FLOOR	NEW YORK	NY	10016	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$50,000
MANHATTAN THEATRE CLUB INC
311 WEST 43RD STREET	NEW YORK	NY	10036	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$1,000,000
MANHATTAN THEATRE CLUB INC
311 WEST 43RD STREET	NEW YORK	NY	10036	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$200,000
MANHATTAN THEATRE CLUB INC
311 WEST 43RD STREET	NEW YORK	NY	10036	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$35,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700	WASHINGTON	DC	20001	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$200,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700	WASHINGTON	DC	20001	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$320,000
NATURAL AREAS CONSERVANCY
1234 5TH AVENUE	NEW YORK	NY	10029	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$25,000
ST JOHN SCHOOL OF ARTS
PO BOX 180	ST JOHN	VI	00831	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$10,000
SWC MUSEUM CORP
36 BATTERY PL	NEW YORK	NY	10280	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$1,000,000
TEAM RUBICON
5230 PACIFIC CONCOURSE DRIVE SUITE	LOS ANGELES	CA	90045	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$125,000	200
TEATOWN LAKE RESERVATION
1600 SPRING VALLEY ROAD	OSSINING	NY	10562	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$88,000
TEMPLE ISRAEL OF NORTHERN WESTCHESTER
31 GLENGARY ROAD	CROTON ON HUDSON	NY	10520	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$85,000
THE FOUNDATION FOR GENDER SPECIFIC
903 PARK AVENUE	NEW YORK	NY	10075	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$25,000
THE FOUNDATION FOR GENDER SPECIFIC
903 PARK AVENUE	NEW YORK	NY	10075	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$250,000
UJA FEDERATION
130 EAST 59TH STREET	NEW YORK	NY	10022	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$80,000
UJA FEDERATION
130 EAST 59TH STREET	NEW YORK	NY	10022	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$50,000
WHYHUNGER INC
505 EIGHTH AVENUE SUITE 2100	NEW YORK	NY	10018	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$1,000,000
WORLD TRADE CENTER PERFORMING ARTS CENTER INC
ONE LIBERTY PLAZA 29TH FLOOR	NEW YORK	NY	10006	NONE	PC	GENERAL PURPOSE CONTRIBUTION	$1,000,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$11,806,500	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KNOX COLLEGE	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 E SOUTH STREET	AddressLine1Txt
City	GALESBURG	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	61401	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	GENERAL PURPOSE CONTRIBUTION	GrantOrContributionPurposeTxt
Amt	$150,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$150,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$995,778	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,249,315	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$35,513	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$213,931	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$30,050	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$8,066,268	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$65,563	UnrelatedBusinessTaxblIncmAmt
Exclusion	$12,525,292	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$12,590,855	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	THOMAS F SECUNDA	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O GELLER ADVISORS PO BOX 1510	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,086,450	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$5,086,450	FairMarketValueAmt
Received	2021-12-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX & ACCOUNTING	CategoryTxt
Amt	$121,991	Amt
Net Investment Income	$60,996	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$60,996	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME - SEE STATEMENT 14	BondNm
EOY Book Value	$80,747,510	EOYBookValueAmt
EOYFMV	$81,360,993	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES - SEE STATEMENT 14	StockNm
EOY Book Value	$99,813,493	EOYBookValueAmt
EOYFMV	$135,504,861	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTS - SEE STATEMENT 14	AT COST	$6,054,590	$7,651,133
GELLER SELECT ALTERNATIVES LLC	AT COST	$3,245,704	$3,396,901
CHEYNE EMEA FUND LP	AT COST	$1,680,363	$1,781,118
CIFC LOAN FUND	AT COST	$3,506,669	$3,535,814

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL ADVISORY FEES	CategoryTxt
Legal Fees	$1,000	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,000	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PROGRAM RELATED INVESTMENT LOAN	Desc
BOY Book Value	$200,000	BOYBookValueAmt
EOY Book Value	$450,000	EOYBookValueAmt
EOYFMV	$450,000	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE ANNUAL FILING FEE	$177	$0	$177
NY CHAR500	$1,500	$0	$1,500
STEVE DE BLASIO	$249,354	$0	$249,354
TALENT BURST	$146,933	$0	$146,933
ROCKY MOUNTAIN INSTITUTE	$42,554	$0	$42,554
OTHER DEDUCTIONS - K-1: GELLER SELECT ALTERNATIVES LLC	$87,342	$87,342	$0
OTHER DEDUCTIONS - K-1: CIFC SENIOR SECURED CORPORATE LOAN FUND LP	$12,173	$12,173	$0
NON DEDUCTIBLE EXPENSES	$18	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
GELLER SELECT ALTERNATIVES LLC	-$9,559	-$9,559	-$9,559
CHEYNE EMEA FUND	$215,980	$215,980	$215,980
UNRELATED BUSINESS TAXABLE INCOME REPORTED ON FORM 990-T	$65,563	$0	$65,563
CIFC SENIOR SECURED CORPORATE LOAN FUND LP	$7,510	$7,510	$7,510

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$3,210	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$785,601	Amt
Net Investment Income	$785,601	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$1,129	$1,129	$0
FOREIGN TAX - K-1: GELLER SELECT ALTERNATIVES LLC	$364	$364	$0
EXCISE TAX	$140,000	$0	$0